随着去年底出台的北京楼市新政显效，北京二手房成交量有所上涨，二手房挂牌量也出现新变化。 业内人士认为，近期北京二手房挂牌量有所回落，一定程度表明业主预期出现积极变化，市场筑底信号初显。预计春节后北京二手房市场或出现 温和复苏态势，2026年北京房地产市场整体将呈现"震荡筑底、结构性回暖"的运行态势。 证券时报记者多方采访了解到，最近两个月，北京二手房挂牌量明显回落，近一个月减少了6000多套，较市场最高点的16万套更是减少超过2万 套。 近2个月挂牌量明显回落 "最近二手房成交量多了，导致挂牌量下降了。"某头部中介北京通州区门店的工作人员告诉记者，价格低点的房子都卖出去了，现在成交价不会 像之前那样一套比一套低，谈价比较困难了。有部分业主觉得现在价格低于心理价位太多，选择主动下架房源，还有部分业主选择把房子出租。 北京东城区、丰台区、海淀区等多家中介门店的工作人员均对记者表达了类似的观点。 中原地产首席分析师张大伟对记者表示，最近两个月，北京二手房挂牌量确实回落了。据他统计，截至2026年1月28日，北京整个市场二手房挂 牌量约 14万套，较2025年12月的14.6万套减少了6000多套，距离2025年8月 ...

2025年，苏州新房共成交21443套，成交量峰值也出现在3月，相城区的新房成交量领跑全市，占比超 23%。成交结构方面，90—120㎡的房源也是新房成交的主力，成交量占比超34%；价格方面，200— 300万元区间的新房成交占比最高，达到近30%。整体来看，2025年苏州楼市在存量房时代中呈现出政 策驱动的结构性回暖。 2025年，省内多个城市接连发布了楼市新政，在一定程度上刺激了新房和二手房市场，新房在以去库存 为主的背景下，成交量低于二手房。整体来看，2025年苏州楼市在存量房时代中呈现出政策驱动的结构 性回暖。 2025年二手房共成交57650套，根据苏州贝壳成交数据显示，全年成交量峰值出现在3月，昆山区域的二 手房成交量全市占比最高，达28%。成交结构方面，90—120㎡的房源最受市场欢迎，占比超32%。价 格方面，从2025年第四季度开始，苏州二手房成交均价持续3个月均有缓步回升。 2025年12月末，财政部、税务总局联合发文，个人销售购买不满2年的住宅，增值税征收率迎来下调。 贝壳研究院苏州分院院长周洁分析，新政落地将进一步激活改善型需求，促进市场联动二手房流通，为 2026年稳定市场预期、推动 ...

Core Insights - The tourism and real estate markets in Changsha experienced significant activity during the National Day holiday, with over 10 million visitors and a notable increase in both tourist spending and real estate transactions [1][3]. Tourism Performance - Changsha received 10.79 million tourists during the holiday, marking a year-on-year increase of 13.39% - Total tourist spending reached 8.549 billion yuan, reflecting a year-on-year growth of 5.36% [1]. Real Estate Market Overview - The real estate market in Changsha showed a "structural recovery" rather than a broad-based increase, with new developments taking center stage [3]. - Daily average net signed residential units during the holiday was 49, with a total signed area of 53,700 square meters and an average transaction price of 12,635 yuan per square meter [3]. New Developments Performance - The top three projects in terms of sales during the holiday were all new developments launched in September, indicating the success of pre-holiday customer accumulation strategies [4][3]. - The sales amount for the top projects included: - Wanxiang Chunyu and Jing: 0.516 billion yuan - Jiaxin Yanghu Jinxie: 0.415 billion yuan - Changsha Ruifu: 0.402 billion yuan [4]. Visitor and Subscription Data - The average number of visitors per project reached 196 groups, with an average of 14.1 subscriptions per project, representing increases of 226% and 417% respectively compared to the third quarter [7]. - Notable projects like Jiaxin Yanghu Jinxie and Zhaoshang Xu achieved visitor numbers exceeding 1,000 during the holiday [7]. Marketing Strategies - Developers employed a combination of "visible discounts" and "hidden subsidies" to stimulate sales, effectively lowering the initial purchase threshold for price-sensitive customers [19][21]. - The marketing strategies included significant discounts, promotional offers, and enhanced commissions for sales channels, which helped boost transaction volumes [23][24]. Market Trends and Outlook - The strong visitor and subscription data indicate that genuine housing demand is being released in an orderly manner, with expectations for a potential increase in net signed data in October [25][26]. - The market may see intensified competition and price wars as projects that underperformed during the holiday seek to accelerate sales through more aggressive promotional measures [26][27]. - The overall health of the Changsha market remains robust, with quality products and reasonable pricing being key to transactions [28].

Group 1 - A-shares have recently shown a strong upward trend, breaking through significant points of 3500 and 3600, indicating a structural recovery in the Chinese economy [1][2] - The A-share market has seen a notable increase in foreign investment, with a net increase of $10.1 billion in domestic stocks and funds in the first half of the year [2] - The pre-announcement rate for half-year reports among A-share companies has improved, with 44.37% of companies expecting positive results, up from the previous year [3][5] Group 2 - Key sectors such as pharmaceuticals, communications, electronics, and brokerage firms have experienced significant stock price increases, supported by strong half-year performance forecasts [3][4] - High-end manufacturing and AI hardware sectors are particularly prominent, with companies like移远通信 expecting a net profit increase of 121.13% due to advancements in 5G and AI technologies [4] - The performance of listed companies reflects the broader economic recovery, with a notable divergence in recovery rates across different industries, highlighting the resilience of domestic demand and the acceleration of industrial upgrades [5][6]